AlmaCap@AlmaCap114204
$FLY now up almost 50% since I called it last week, I expect the stock will 10.00x this year to reach a market cap closer to its comparable $RKLB.
FLY beats out RKLB across multiple fronts:
- Eclipse engine development is ahead of Neutron, with Miranda using a simpler tap-off engine vs RKLBs staged combustion (Archimedes);
- Alpha is twice the size of electron, providing access to demand from larger satellite launches and larger hypersonic testing - with block II increasing reliability and expanding their capability, ramping up to 6-8 launches this year.
- Blue Ghost launches provide an anchor customer for future eclipse launches with NASA planning block orders - I am expecting a 10 lander block order in the future following an Artemis II success, this could be $1.5 - $2.4bn dollars over 2-3 years;
- Ocula lunar imaging constellation provides recurring revenue stream with no competitors - demand is going to ramp up as USA moon program moves forward;
- Scitec is the market leader in missile tracking data processing, providing software revenues at extremely high growth rates